fbpx
Connect with us
Apply Now

Business

Dynamic Wealth Strategies; Why We Work With People Like Us

A market is a volatile place, and many people are concerned about their financial goals. Some feel that this is not the right time to invest. Others have abandoned their financial plan and no longer prioritize essentials like an emergency fund. Yet uncertainties about the economy are bound to happen. You cannot risk postponing your wealth-building strategies because you suspect a recession will happen soon or a fearsome unknown event. 

We talked to wealth-building experts and husband-and-wife team Adam Tau and Rebecca Miller to learn why you should work with people like them for your wealth strategies. 

Who Are Adam Tau and Rebecca Miller?

Adam Tau and Rebecca Miller are the Founders & Owners of Dynamic Wealth Strategies, Inc., a company that stands out from the Fortune 100 companies like Fidelity, TD Ameritrade, Goldman Sachs, etc., by providing ordinary people with innovative ways to build wealth. 

Adam and his wife used to work for Fortune 100 financial companies. When they both came home, they would chat about the standard way of reaching out to potential customers, running meetings, and designing plans that were drilled into them all day, but this didn’t feel genuine to either of them. Rebecca says, “We valued independence, but we both felt we were being backed into a wall, pushed to sell each firm’s proprietary products, even if there were more effective solutions outside of those. We knew there had to be a better way to offer financial advice, even if going at it alone seemed like an uphill battle. Doing it our way meant too much to us to not go for it.” 

This husband/wife team co-founded the business together. They created Dynamic Wealth Strategies, Inc. as an exciting, approachable, and like-minded alternative to a typical firm. This company quickly grew its client base based on the couple’s values. Adam & Rebecca value authenticity. Unlike many companies that are often out to hard-sell something or hit sales goals for a particular product, this couple has an open and honest relationship with their clients and works with them one-on-one to realize their goals. 

Why Work with Rebecca & Adam 

Working with major financial institutions means this dynamic couple has a wealth of knowledge about wealth strategies. They have worked with hundreds of clients who typically don’t leave them – because they feel comfortable, taken care of, and cared for. Since they emphasize building valuable relationships with their clients, it’s not uncommon for clients to recommend DWS to families, friends, or colleagues. 

Dynamic Wealth Strategies stands out from the cookie-cutter financial corporations across New York. Their wealth strategies are innovative and dynamic as they work with each client and develop a solution that works for them. And, in line with the company’s culture, they are not afraid to be themselves and have fun in meetings or educational workshops.

Rebecca and Adam are not out to sell the commonwealth strategies quoted on every financial webpage like stocks and ETFs. Instead, they’ll let you know about underutilized strategies that will work well for you, depending on your financial situation. 

Think about it –

Postponing your plan to build wealth is like setting up a ticking time bomb for your future self. Regardless of how the economy looks, some financial advisors are ready to work with you to secure your financial future. If you’re tired of banks and other mainstream financial institutions always selling their standard deal to you, you can consider working with real people like Rebecca and Adam and the team at DWS. 

https://www.facebook.com/dynamicwealthinc https://www.instagram.com/dynamicwealthstrategies/ https://www.linkedin.com/company/dynamicwealthstrategies https://www.youtube.com/channel/UCD46fUW8WlkdpWyRWKNMF-Q

You can check out this incredible couple by linking with them on their social pages. Also, be sure to check out their website for more. 

Securities and advisory services offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA & SIPC, and a registered investment advisor. Dynamic Wealth Strategies and MAS are not affiliated entities.

Continue Reading


Copyright © 2022 Disrupt ™ Magazine is a Minority Owned Privately Held Company - Disrupt ™ was founder by Puerto Rican serial entrepreneur and philanthropist Tony Delgado who is on a mission to transform Latin America using the power of education and entrepreneurship.

Disrupt ™ Magazine
151 Calle San Francisco
Suite 200
San Juan, Puerto Rico, 00901

Opinions expressed by Disrupt Contributors are their own. Disrupt Magazine invites voices from many diverse walks of life to share their perspectives on our contributor platform. We are big believers in freedom of speech and while we do enforce our community guidelines, we do not actively censor stories on our platform because we want to give our contributors the freedom to express their opinions. Articles are not commissioned by our editorial team, and opinions expressed by our community contributors do not reflect the opinions of Disrupt or its employees.
We are committed to fighting the spread of misinformation online so if you feel an article on our platform goes against our community guidelines or contains false information, we do encourage you to report it. We need your help to fight the spread of misinformation. For more information please visit our Contributor Guidelines available here.


Disrupt ™ is the voice of latino entrepreneurs around the world. We are part of a movement to increase diversity in the technology industry and we are focused on using entrepreneurship to grow new economies in underserved communities both here in Puerto Rico and throughout Latin America. We enable millennials to become what they want to become in life by learning new skills and leveraging the power of the digital economy. We are living proof that all you need to succeed in this new economy is a landing page and a dream. Disrupt tells the stories of the world top entrepreneurs, developers, creators, and digital marketers and help empower them to teach others the skills they used to grow their careers, chase their passions and create financial freedom for themselves, their families, and their lives, all while living out their true purpose. We recognize the fact that most young people are opting to skip college in exchange for entrepreneurship and real-life experience. Disrupt Magazine was designed to give the world a taste of that.